A financial advisor works in counseling position in a financial institution. The main job of this position to determine clients’ financial objectives and suggest options for finance management and investment.

If you are looking for work in this capacity, you may want to have a look at the following resume to help you create your very own!

See also: Financial Advisor Resume Sample 2



Sample Resume for Financial Advisor


Jayden Robinson

130 Stetsons Way, West Gardiner, ME 55091
(080) 999-9779, Email

OBJECTIVE: Seeking a Financial Advisor position at Obscure Investments utilizing knowledge of the financial world in order to assist clients with portfolio management and investment advice.

• Five years of dedicated work experience as a Financial Advisor
• Highly skilled in conducting in-depth view of clients’ financial circumstances and future aims
• Hands on experience in designing and implementing individually placed financial strategies
• In depth knowledge of promoting and selling financial services to meet given sales targets

• Excellent communication and presentation skills
• Demonstrated ability to work in a fast paced environment
• Able to work with a diversity of populace
• Proven record of performing advanced financial calculations
• Profound ability to set goals and work towards achieving targets

• Succeeded in reaching sales target at 99% by implementing financial service strategies in the year 2011
• Increased the company’s client base by 33% by soliciting accounts through various marketing means

Jan 2008– Present
Finance Me – West Gardiner, ME
Financial Advisor
• Develop and cultivate client base for the company
• Analyze client needs and investment opportunities
• Build client relationships based on strategies meeting clients’ financial goals
• Market and promote company’s financial services and products as per policy and procedures
• Prepare and deliver presentations to potential clients
• Create reports of client productivity for the higher management

Mar 2007 – Dec 2007
Viking Client Services – Rochester, MN
Financial Manager
• Managed allocated portfolios of delinquent consumer bankcard accounts
• Preserved the pride of the customer throughout the complete debt recovery process
• Provided resourceful financial consultation and debt resolutions
• Achieved daily and monthly collection goals

Maine State University, Rochester, MN – 2005
Bachelors of Science in Finance